See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,434 | $124,281-52.2% | $109,143-45.5% | $167,490-64.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 12.96% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,256 | $4,207-70.1% | $3,722-66.3% | $4,837-74.0% |
| Participant deferral / active EE | $4,709 | $5,255-10.4% | $4,653+1.2% | $6,341-25.7% |
| Admin fee / account holder | $3,535 | $7,970-55.6% | $6,752-47.6% | $12,309-71.3% |